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Earnings Call

Thomas Cook (India) Earnings Call: Key Takeaways

Thomas Cook India reported FY26 consolidated income of ₹85.6 Bn, up 3% YoY, despite geopolitical disruptions. Strategy focuses on an asset-light model and the strategic demerger of Sterling Holiday Resorts.

Why this was an Alfa AlertNot a filter event. Performance was generally in line with or slightly below previous year levels on key profit metrics.
Highlights
Revenue growth3% YoY consolidated income growth in FY26.
MarginsEBITDA margin at 6.9%; Financial services margins stable at ~46%.
Demand visibilityStrong outbound travel demand; ~14% CAGR projected through 2030.
Management confidenceCautiously optimistic despite uncertain environment; focus on productivity.

Growth

FY26 Total Income grew 3% to ₹85.6 Bn. PAT stood at ₹2.2 Bn, a 15% YoY decline.

Outlook

Targeting 95 resorts by 2027; Sterling demerger expected by Q1 FY28 to unlock shareholder value.

Risks

Geopolitical tensions in Middle East/UAE impacted DEI segment; negative currency volatility and airspace disruptions cited.

Source

Earnings Call filed with NSE, NSE: THOMASCOOK. Summary written with AI assistance from the document.

Read the document ↗

Thomas Cook (India) Ltd: key numbers

Share price
₹103.47
Market cap
₹4,868 Cr
Revenue (annual)
₹8,398 Cr
Net profit (annual)
₹218.8 Cr
P/E (TTM)
22.3×Sector 37.2×
Promoter holding
64.77%+0.94% QoQ
FII holding
6.18%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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retail travel outlets in Karnataka
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